1900 Wealth Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
4,274
+1
| +0% | +$259 | 0.08% | 91 |
|
|
2025
Q1 | $1.04M | Hold |
4,273
| – | – | 0.09% | 94 |
|
|
2024
Q4 | $1.09M | Hold |
4,273
| – | – | 0.09% | 93 |
|
|
2024
Q3 | $1.26M | Hold |
4,273
| – | – | 0.11% | 84 |
|
|
2024
Q2 | $1.04M | Hold |
4,273
| – | – | 0.1% | 96 |
|
|
2024
Q1 | $1.14M | Hold |
4,273
| – | – | 0.1% | 101 |
|
|
2023
Q4 | $1.06M | Hold |
4,273
| – | – | 0.1% | 138 |
|
|
2023
Q3 | $783K | Hold |
4,273
| – | – | 0.08% | 157 |
|
|
2023
Q2 | $1.01M | Hold |
4,273
| – | – | 0.1% | 121 |
|
|
2023
Q1 | $831K | Hold |
4,273
| – | – | 0.09% | 129 |
|
|
2022
Q4 | $831K | Hold |
4,273
| – | – | 0.09% | 130 |
|
|
2022
Q3 | $733K | Hold |
4,273
| – | – | 0.09% | 130 |
|
|
2022
Q2 | $781K | Hold |
4,273
| – | – | 0.09% | 128 |
|
|
2022
Q1 | $1.01M | Hold |
4,273
| – | – | 0.1% | 121 |
|
|
2021
Q4 | $1.25M | Sell |
4,273
-1,000
| -19% | -$293K | 0.11% | 115 |
|
|
2021
Q3 | $1.34M | Hold |
5,273
| – | – | 0.13% | 106 |
|
|
2021
Q2 | $1.26M | Hold |
5,273
| – | – | 0.12% | 104 |
|
|
2021
Q1 | $955 | Buy |
+5,273
| New | +$955 | 0.07% | 98 |
|